Promethium Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Promethium Advisors’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$413K	Hold	8,400	–	–	0.2%	78
2026 Q2	$409K	Hold	8,400	–	–	0.2%	84
2026 Q1	$427K	Hold	8,400	–	–	0.22%	77
2025 Q4	$372K	Hold	8,400	–	–	0.2%	84
2025 Q3	$365K	Sell	8,400 -125	-1%	-$5.42K	0.21%	87
2025 Q2	$357K	Buy	+8,525	New	+$352K	0.22%	88

Other funds holding FDL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Promethium Advisors's FDL Position: Q3 2026 in Review

Promethium Advisors held its First Trust Morningstar Dividend Leaders Index Fund (FDL) position steady in Q3 2026 at 8,400 shares worth $413K. The position accounts for 0.2% of the portfolio, ranked #78.

Promethium Advisors first reported a position in FDL in Q2 2025 and has held it in 6 quarters since. The position peaked at $427K in Q1 2026. 458 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

Promethium Advisors held 8,400 shares of First Trust Morningstar Dividend Leaders Index Fund worth $413K as of Q3 2026.
Promethium Advisors left its First Trust Morningstar Dividend Leaders Index Fund share count unchanged in Q3 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.2% of Promethium Advisors's portfolio in Q3 2026, its #78 holding.
Promethium Advisors first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q2 2025 and has held it in 6 quarters since.
Promethium Advisors's First Trust Morningstar Dividend Leaders Index Fund position peaked at $427K in Q1 2026.
458 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on Promethium Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.